YP

YANKCOM Partnership Portfolio holdings

AUM $243M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.92M
3 +$1.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1 +$253K
2 +$183K
3 +$181K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$180K
5
LMT icon
Lockheed Martin
LMT
+$163K

Sector Composition

1 Technology 13.04%
2 Financials 8.76%
3 Healthcare 6.05%
4 Consumer Discretionary 5.93%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
201
Gilead Sciences
GILD
$163B
$37.6K 0.02%
270
RWK icon
202
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.22B
$37.2K 0.02%
+290
LIN icon
203
Linde
LIN
$228B
$36.7K 0.02%
74
EMR icon
204
Emerson Electric
EMR
$79.1B
$36.3K 0.01%
277
TRV icon
205
Travelers Companies
TRV
$63.4B
$35.3K 0.01%
121
EEMV icon
206
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.6B
$34.7K 0.01%
536
PNW icon
207
Pinnacle West Capital
PNW
$12B
$34.4K 0.01%
341
AVSC icon
208
Avantis US Small Cap Equity ETF
AVSC
$2.7B
$31.1K 0.01%
500
SO icon
209
Southern Company
SO
$103B
$30.8K 0.01%
319
VGK icon
210
Vanguard FTSE Europe ETF
VGK
$31.2B
$29.4K 0.01%
357
FCX icon
211
Freeport-McMoran
FCX
$88.6B
$27.9K 0.01%
474
-395
DLTR icon
212
Dollar Tree
DLTR
$18.4B
$27.4K 0.01%
250
AXP icon
213
American Express
AXP
$216B
$26.6K 0.01%
88
-120
TJX icon
214
TJX Companies
TJX
$170B
$26K 0.01%
163
+70
IDEV icon
215
iShares Core MSCI International Developed Markets ETF
IDEV
$29.8B
$25.7K 0.01%
307
PFG icon
216
Principal Financial Group
PFG
$21.7B
$25.4K 0.01%
282
VONV icon
217
Vanguard Russell 1000 Value ETF
VONV
$18.3B
$25.2K 0.01%
269
HEFA icon
218
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.11B
$24.6K 0.01%
+580
LH icon
219
Labcorp
LH
$20.8B
$24.5K 0.01%
92
DIS icon
220
Walt Disney
DIS
$188B
$23.7K 0.01%
246
ELS icon
221
Equity Lifestyle Properties
ELS
$12.3B
$23.7K 0.01%
379
IMCG icon
222
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.57B
$23.6K 0.01%
300
IBIT icon
223
iShares Bitcoin Trust
IBIT
$65B
$22.8K 0.01%
+593
USB icon
224
US Bancorp
USB
$86.2B
$22.8K 0.01%
438
BDX icon
225
Becton Dickinson
BDX
$42.5B
$22.3K 0.01%
142